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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
326
Citigroup
New York
$2.4M -$237K -1,394 -9%
General American Investors
327
General American Investors
New York
$2.39M – – –
LWM
328
Lionshead Wealth Management
New York
$2.36M +$617K +3,629 +37%
Synergy Asset Management
329
Synergy Asset Management
Washington
$2.32M +$1.59M +9,321 +207%
Empirical Finance
330
Empirical Finance
Pennsylvania
$2.3M – – –
Stratos Wealth Advisors
331
Stratos Wealth Advisors
Ohio
$2.29M +$55.8K +328 +3%
Sound View Wealth Advisors Group
332
Sound View Wealth Advisors Group
Georgia
$2.27M -$46.8K -275 -2%
Kingsview Wealth Management
333
Kingsview Wealth Management
Oregon
$2.25M -$111K -653 -5%
Univest Financial
334
Univest Financial
Pennsylvania
$2.21M +$97.5K +573 +5%
Grove Bank & Trust
335
Grove Bank & Trust
Florida
$2.18M -$1.25M -7,322 -37%
Nicolet Bankshares
336
Nicolet Bankshares
Wisconsin
$2.18M +$192K +1,127 +10%
GFL
337
Granite FO LLC
New Hampshire
$2.18M – – –
Verus Capital Partners
338
Verus Capital Partners
Arizona
$2.15M +$98.5K +579 +5%
FFO
339
Fortitude Family Office
Arizona
$2.15M +$2.09M +12,300 New
Founders Financial Securities
340
Founders Financial Securities
Maryland
$2.14M +$749K +4,402 +56%
RCM
341
RMR Capital Management
California
$2.12M +$130K +762 +7%
Wealthfront Advisers
342
Wealthfront Advisers
California
$2.1M +$265K +1,559 +15%
Pathway Financial Advisors
343
Pathway Financial Advisors
Vermont
$2.07M – – –
AMG National Trust Bank
344
AMG National Trust Bank
Colorado
$2.06M -$125K -734 -6%
Simmons Bank
345
Simmons Bank
Arkansas
$2.06M -$92.7K -545 -4%
SilverOak Wealth Management
346
SilverOak Wealth Management
Minnesota
$2.05M -$57.3K -337 -3%
MFF
347
Michels Family Financial
Texas
$2.05M +$5.1K +30 +0.3%
Prospera Financial Services
348
Prospera Financial Services
Texas
$2.04M -$238K -1,396 -11%
Zhang Financial
349
Zhang Financial
Michigan
$2.03M +$501K +2,942 +34%
Financial Engines Advisors
350
Financial Engines Advisors
California
$2.02M -$43K -253 -2%